LOIM
SIVB
Liberty One Investment Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$10 | – | 170 |
|
|
2023
Q2 | $10 | Sell |
20
-481
| -96% | -$241 | ﹤0.01% | 170 |
|
|
2023
Q1 | $454 | Buy |
501
+67
| +15% | +$61 | ﹤0.01% | 169 |
|
|
2022
Q4 | $99.9K | Buy |
434
+25
| +6% | +$5.75K | 0.01% | 129 |
|
|
2022
Q3 | $137K | Sell |
409
-189
| -32% | -$63.3K | 0.02% | 127 |
|
|
2022
Q2 | $333K | Buy |
598
+200
| +50% | +$111K | 0.06% | 115 |
|
|
2022
Q1 | $223K | Buy |
398
+2
| +0.5% | +$1.12K | 0.03% | 121 |
|
|
2021
Q4 | $269K | Sell |
396
-176
| -31% | -$120K | 0.04% | 124 |
|
|
2021
Q3 | $370K | Sell |
572
-26
| -4% | -$16.8K | 0.06% | 114 |
|
|
2021
Q2 | $333K | Buy |
598
+126
| +27% | +$70.2K | 0.06% | 118 |
|
|
2021
Q1 | $233K | Buy |
+472
| New | +$233K | 0.04% | 122 |
|